The new map of strategic dependencies
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
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Articles
How raw materials, supply networks and technology competition are redefining where global enterprises remain exposed.
Read articleHow leaders can use strategic foresight to test market, footprint and investment choices against multiple plausible futures.
Read articleFocus
Tariffs, controls, subsidies and strategic rivalry increasingly influence which commercial flows remain viable.
Leading signals across politics, markets and policy can reveal pressure before it appears in mainstream forecasts.
Strategic challenges
The challenge is identifying where policy, standards and ecosystem fragmentation could alter sourcing, investment or product choices.
The challenge is distinguishing routine volatility from structural shifts that affect cost, supply or investment viability.
POV
Enterprise decisions should account for supply architecture and substitutability, not only current commodity prices.
Resilience depends on independent supply paths, not simply on having multiple contractual counterparties.
Strategic impact
Tracking flows and funding conditions helps leadership assess refinancing, investment and currency exposure before markets tighten.
Testing assumptions against divergent conditions helps leadership identify vulnerabilities, optionality and decision triggers.
What we observe
A business can be geographically distant from a conflict yet highly exposed through prices, suppliers, financing or infrastructure.
Knowing where inflation or rates may move is insufficient if the effect on pricing, demand and funding remains unclear.